Executive Summary On this episode of Financial Discretion Advised, Tyler and Abrin tackle Investment Planning Strategies. Getting on a Routine Investment Plan Abrin explains how creating a routine investment plan can help set you up for success. By setting up automatic contributions, you can start the “baby steps” to building your investments. Tyler mentions that […]
“I am more concerned with the return of my money than the return on my money.” Will Rogers Two things seem to occur pretty reliably during periods of market stress and uncertainty: People become very interested in safe places to put their money, and the return on safe assets drops substantially. Why is it that […]
In 22 years of working with clients, I have yet to have a single person tell me that they want to pay more taxes. Indeed, the objective in managing assets is not to maximize returns, but rather to maximize AFTER-TAX returns. The cardinal rule of investing: “It’s not what you make, it’s what you keep.” […]
